Description: Specialising in future planning, retirement enjoyment, and tailored services for business owners and armed forces in the UK. Secure your financial future today.
providing independent financial planning across the region since 2004
Welcome to Apex CB Financial Planning. We provide Independent financial advice in Dorset. We are based in Holton Heath, near Poole, Dorset.
We have an experienced team providing holistic financial advice and Wealth Management services. You can find out more about how we work and our range of services using these links.